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SUGAR M. — Senior Banking Branch Manager from Philippines

SUGAR M.

Senior Banking Branch Manager

Philippines No experience yet
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Languages
English
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About

Sugar M. serves as a Branch Manager at Unionbank of the Philippines, bringing extensive experience from roles such as Sales and Service Assistant and Officer since 2007. With a Bachelor of Science in Mathematics from the Polytechnic University of the Philippines, Sugar adeptly ensures compliance with regulations and bank policies, successfully passing audits and addressing all client complaints promptly. Sugar is skilled in Due Diligence, particularly for high-risk accounts and those involved in fraudulent activities. A key player in cross-selling diverse banking products, Sugar efficiently handles credit cards, personal loans, bancassurance, auto loans, and housing loans. With a keen eye for detail, Sugar manages suspicious transaction alerts and manually filed suspicious transactions. With certifications in bookkeeping and basic virtual assistant training, including expertise in Quickbooks and Zero, Sugar upholds the highest standards of branch operations, service delivery, and customer satisfaction.

Experience

  • Sales and Service Assistant

    Unionbank of the Philippines · 2027 — Present
    Accurately and efficiently updated customer account details to ensure reliable records. Initiated account openings using CRM systems, entering client data correctly. Uploaded transaction media and bank forms for new account openings to ensure compliance with DIGicare.
  • Branch Manager

    Unionbank of the Philippines · 2018 — Present
    Ensured compliance with regulations, bank policies, and the Code of Conduct. Managed customer complaints to achieve prompt client satisfaction. Conducted Enhanced Due Diligence and comprehensive reviews for High-Risk Accounts. Handled and reviewed system-generated Suspicious Transaction Alerts, initiating manual filings when necessary.
  • Sales and Service Assistant and Sales and Service Officer

    Unionbank of the Philippines · 2007 — 2017
    Received cash and checks for deposit, verifying amounts and endorsements while checking for counterfeit bills. Assisted customers by verifying account balances during cheque cashing. Delivered exceptional service, maintaining a friendly and professional demeanor throughout transactions. Guided clients using self-service points to enhance operational efficiency during busy periods.

Skills & Expertise

Education

  • Bachelor of Science in Mathematics
    POLYTECHNIC UNIVERSITY OF THE PHILIPPINES · 2002 — 2006

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